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Nonprofit Basics: Grant Agreement Best Practices
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Adventures in Compliance: The Novels - The Valley of Fear, Introduction and Compliance Lessons Learned
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FCPA Compliance Report: 10 Core Principles for Effective Internal Investigations with Michelle Peirce
Avoiding a Bored Board
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Great Women in Compliance: The Compliance Influencer with Bettina Palazzo
Innovation in Compliance: The Power of Accountability and Team Culture with Gina Cotner
Compliance Tip of the Day: Rethinking Corporate AI Governance Through Design Intelligence
Julie Mortimer of Mills & Reeve on The Right Way to Kickstart Your CRM Strategy - Passle's CMO Series Podcast EP176
Compliance Tip of the Day: COSO Governance Framework: Part 4, Culture
Tips for Conducting a Trade Secret Assessment with Rob Jensen
Bar Exam Toolbox Podcast Episode 318: Quick Tips -- The Final Two-Week Bar Exam Countdown
Navigating Employee Integration in Mergers and Acquisitions: Lessons From Pretty Woman — Hiring to Firing Podcast
Work This Way: An Employment Law Video Podcast | Episode 51: Smarter Recruiting Strategies with Rhiannon Poore of Forge Search
California Employment News: Creating the Report for a Workplace Investigation – Part 4 (Featured)
Compliance Tip of the Day: Assessing Internal Controls
Estate planning is a vital step in protecting your legacy and ensuring your loved ones are protected. Yet, many individuals unintentionally make mistakes that can lead to confusion, delays, and unnecessary expenses....more
2022 saw a number of changes to legislation affecting trust and estate planning and administration, including some revisions to tax guidelines. In this webinar, Whitney O’Reilly will recap key updates from the previous year,...more
The COVID-19 crisis in our communities and overseas, coupled with the volatile economic atmosphere, has raised a number of concerns with regard to estate and financial planning. Here are a few quick tips and reminders to...more
You have planned your life carefully. With your spouse you have drawn up a will and established trusts to organize your estate after your deaths. You have made decisions about the guardianship of your children should anything...more
In May, the U.S. House of Representatives passed the “Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019.” If it becomes law, the SECURE Act will bring changes for individuals with retirement accounts....more
Three best practices for plan administration that often fall by the wayside include: (1) regularly reminding participants to review and update their beneficiary designations; (2) checking recordkeeping practices to avoid loss...more
What is a reasonable trustee’s fee in California for a family member who acts as trustee? We see a high degree of conflict over this issue even when the amount of the claimed fee is small compared to value of the trust...more